CTA
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Chesley Taft & Associates’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Chesley Taft & Associates’s Portfolio VTEB Stock Details VTEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.72M Buy
152,550
+613
+0.4% +$30.8K 0.3% 71
2026
Q1 		$7.58M Buy
151,937
+1,125
+0.7% +$56.8K 0.32% 71
2025
Q4 		$7.58M Buy
150,812
+23,425
+18% +$1.18M 0.3% 72
2025
Q3 		$6.38M Sell
127,387
-1,481
-1% -$72.8K 0.27% 78
2025
Q2 		$6.32M Buy
128,868
+20,863
+19% +$1.02M 0.28% 77
2025
Q1 		$5.36M Buy
108,005
+5,850
+6% +$293K 0.26% 85
2024
Q4 		$5.12M Buy
102,155
+22,275
+28% +$1.13M 0.24% 83
2024
Q3 		$4.08M Buy
79,880
+6,075
+8% +$308K 0.19% 93
2024
Q2 		$3.7M Buy
73,805
+13,175
+22% +$659K 0.19% 95
2024
Q1 		$3.07M Buy
60,630
+7,140
+13% +$362K 0.16% 111
2023
Q4 		$2.73M Buy
53,490
+44,500
+495% +$2.18M 0.15% 112
2023
Q3 		$432K Buy
8,990
+4,200
+88% +$208K 0.03% 234
2023
Q2 		$241K Sell
4,790
-200
-4% -$10K 0.01% 279
2023
Q1 		$253K Sell
4,990
-764
-13% -$38.4K 0.02% 275
2022
Q4 		$285K Buy
+5,754
New +$281K 0.02% 263

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Chesley Taft & Associates's VTEB Position: Q2 2026 in Review

Chesley Taft & Associates increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.4% in Q2 2026, buying an estimated $30.8K and bringing the position to 152,550 shares worth $7.72M. The position accounts for 0.3% of the portfolio, ranked #71.

Chesley Taft & Associates first reported a position in VTEB in Q4 2022 and has held it in 15 quarters since. 458 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Chesley Taft & Associates held 152,550 shares of Vanguard Tax-Exempt Bond Index Fund worth $7.72M as of Q2 2026.
  • Chesley Taft & Associates bought 613 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $30.8K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.3% of Chesley Taft & Associates's portfolio in Q2 2026, its #71 holding.
  • Chesley Taft & Associates first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 15 quarters since.
  • 458 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.